I just got off the phone from my colleague. He attended an event in Sydney today that was at Amazon’s Sydney office and put on by Cloudten.
The presentation went through a recent client brief they have fulfilled for a large hospital in Singapore. They used a selection of Amazon products that I had never heard of that all tie into the AWS platform.
This is the first that I have heard of a large contract win in Singapore.
I wonder how may other contract wins we have had overseas that we haven’t heard about?
Having spoken to Jeff a few times and my colleague who has met with him a number of times, we think that Jeff would prefer to under promise and over deliver. So if he has publicly come out and given such an attractive guidance in his next quarter guidance, I can only imagine he is going to smash that out of the water.
We should hear in the morning whether the options options are being underwritten or not.
I expect once we know this, we could see the share price resume it’s climb.
10x.
TSN Price at posting:
1.0¢ Sentiment: None Disclosure: Held